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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,286 | $212,386-81.0% | $199,883-79.8% | $138,895-71.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 26.17% | 47.75%-21.6pp | 43.81%-17.6pp | 145.39%-119.2pp |
| Employer contribution / active EE | $3,414 | $6,625-48.5% | $6,261-45.5% | $4,194-18.6% |
| Participant deferral / active EE | $10,930 | $9,617+13.7% | $9,138+19.6% | $6,396+70.9% |
| Admin fee / account holder | $29 | $18,233-99.8% | $17,268-99.8% | $12,562-99.8% |